HDFC Mid Cap Fund vs Nippon India Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

30.2%
Moderate Overlap
38 common stocks · Rank #5796 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in Nippon India Nifty Midcap 150 Overlap
The Federal Bank Limited
Banks
1.96%4.07%1.96%
Cummins India Limited
Industrial Products
1.75%2.34%1.75%
AU Small Finance Bank Limited
Banks
1.43%4.00%1.43%
Persistent Systems Limited
IT - Software
1.37%1.68%1.37%
Bharat Forge Limited
Auto Components
1.35%1.31%1.31%
Fortis Healthcare Limited
Healthcare Services
1.30%3.09%1.30%
Max Financial Services Limited
Insurance
1.27%4.96%1.27%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.12%2.58%1.12%
PB Fintech Limited
Financial Technology (Fintech)
1.34%1.12%1.12%
Marico Limited
Agricultural Food & other Products
1.11%2.52%1.11%

Unique to HDFC Mid Cap

  • Indian Bank3.87%
  • Balkrishna Industries Ltd.3.38%
  • Ipca Laboratories Ltd.2.92%
  • Glenmark Pharmaceuticals Ltd.2.91%
  • Vishal Mega Mart Limited2.67%

Unique to Nippon India Nifty Midcap 150

  • BSE Limited2.93%
  • Hero MotoCorp Limited1.96%
  • IndusInd Bank Limited1.67%
  • Ashok Leyland Limited1.60%
  • Indus Towers Limited1.56%
  • Lupin Limited1.48%
  • HDFC Asset Management Company Limited1.46%

Sector Overlap Breakdown

Banks
6.3% (5)
IT - Software
3.5% (5)
Pharmaceuticals & Biotechnology
3.2% (4)
Industrial Products
2.8% (3)
Auto Components
2.8% (4)
Healthcare Services
1.3% (1)
Insurance
1.3% (1)
Petroleum Products
1.1% (1)
Financial Technology (Fintech)
1.1% (1)
Agricultural Food & other Products
1.1% (1)
Personal Products
1.0% (2)
Telecom - Services
0.7% (2)
Fertilizers & Agrochemicals
0.7% (1)
Retailing
0.7% (1)
Finance
0.7% (1)
Consumer Durables
0.6% (1)
Chemicals & Petrochemicals
0.4% (1)
Gas
0.3% (1)
Agricultural, Commercial & Construction Vehicles
0.3% (1)
Cement & Cement Products
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.